Carrier Global Corp
CARR- Exchange
- NYSE
- Industry
- Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
- SEC CIK
- 0001783180
No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Carrier Global Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,414
- +33 vs. Q4 2023
- Shares held
- 756.9M
- −1.97M (−0.3%) vs. Q4 2023
- Total value
- $44.0B
- +$376.8M (+0.9%) vs. Q4 2023
- New holders
- 131
- 458 more added
- Sold out
- 98
- 539 more reduced
17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 150,807 | $8.77M | 0.01% | +2,350+1.6% | Added |
| Blair William & Co | 149,758 | $8.71M | 0.03% | +39,739+36.1% | Added |
| Millennium Management LLC | 148,347 | $8.62M | 0.01% | −128,776−46.5% | Reduced |
| Czech National Bank | 147,003 | $8.55M | 0.11% | +500.0% | Added |
| Utah Retirement Systems | 144,404 | $8.39M | 0.10% | −100−0.1% | Reduced |
| Commerce Bank | 143,687 | $8.35M | 0.06% | −1,924−1.3% | Reduced |
| Socorro Asset Management LP | 141,828 | $8.24M | 3.15% | +3,171+2.3% | Added |
| KBC Group NV | 141,194 | $8.21M | 0.03% | −12,317−8.0% | Reduced |
| Churchill Management Corp | 139,811 | $8.13M | 0.10% | −725−0.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 137,778 | $8.01M | 0.46% | −5,610−3.9% | Reduced |
| Oppenheimer & Co Inc | 137,570 | $8.00M | 0.13% | −49,989−26.7% | Reduced |
| Degroof Petercam Asset Management | 137,398 | $7.99M | 0.10% | +2,600+1.9% | Added |
| Sagefield Capital LP | 136,986 | $7.96M | 0.97% | +38,400+39.0% | Added |
| Alyeska Investment Group, L.P. | 136,615 | $7.94M | 0.05% | +102,601+301.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 136,335 | $7.93M | 1.42% | −66,310−32.7% | Reduced |
| AIA Group Ltd | 135,222 | $7.86M | 0.26% | +36,263+36.6% | Added |
| Cullen/Frost Bankers, Inc. | 135,027 | $7.85M | 0.12% | −91−0.1% | Reduced |
| Truist Financial Corp | 133,310 | $7.75M | 0.01% | −74,894−36.0% | Reduced |
| Contravisory Investment Management, Inc. | 132,694 | $7.71M | 1.71% | +124,957+1,615.1% | Added |
| Kanawha Capital Management LLC | 131,720 | $7.66M | 0.61% | +767+0.6% | Added |
| State of Alaska, Department of Revenue | 130,602 | $7.59M | 0.09% | −5,030−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 149,931 | $7.52M | 0.02% | −1,414−0.9% | Reduced |
| Schroder Investment Management Group | 128,377 | $7.46M | 0.01% | +16,868+15.1% | Added |
| Meyer Handelman Co | 127,115 | $7.39M | 0.26% | −31,110−19.7% | Reduced |
| Intech Investment Management LLC | 126,248 | $7.34M | 0.10% | +20,204+19.1% | Added |
| Alpine Woods Capital Investors, LLC | 119,200 | $7.33M | 1.46% | +68,121+133.4% | Added |
| New York Life Investment Management LLC | 125,880 | $7.32M | 0.07% | −4,872−3.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 120,023 | $6.98M | 0.24% | +1,647+1.4% | Added |
| Pathstone Holdings, LLC | 119,842 | $6.97M | 0.03% | +7,974+7.1% | Added |
| Capital Management Corp | 119,511 | $6.95M | 1.32% | −2,490−2.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,189 | $6.93M | 0.08% | +7,300+6.5% | Added |
| CIBC Asset Management Inc | 118,406 | $6.88M | 0.02% | +3,255+2.8% | Added |
| Two Sigma Investments, LP | 118,300 | $6.88M | 0.02% | +85,000+255.3% | Added |
| Steward Partners Investment Advisory, LLC | 117,855 | $6.85M | 0.08% | +4,376+3.9% | Added |
| Allspring Global Investments Holdings, LLC | 117,762 | $6.85M | 0.01% | −39,796−25.3% | Reduced |
| Lincoln Capital LLC | 116,558 | $6.78M | 1.51% | +1,511+1.3% | Added |
| PGGM Investments | 116,519 | $6.77M | 0.10% | +1,359+1.2% | Added |
| Public Employees Retirement Association of Colorado | 115,051 | $6.69M | 0.03% | −9,756−7.8% | Reduced |
| CIBC Private Wealth Group, LLC | 116,239 | $6.67M | 0.01% | −5,950−4.9% | Reduced |
| Yousif Capital Management, LLC | 113,497 | $6.60M | 0.07% | −5,080−4.3% | Reduced |
| Xponance, Inc. | 112,221 | $6.52M | 0.07% | +4,808+4.5% | Added |
| Telos Capital Management, Inc. | 111,118 | $6.46M | 0.73% | +15,315+16.0% | Added |
| D.A. Davidson & Co. | 110,625 | $6.43M | 0.06% | −1,392−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 110,433 | $6.42M | 0.34% | +1,084+1.0% | Added |
| Mutual of America Capital Management LLC | 109,575 | $6.37M | 0.07% | −2,968−2.6% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 109,541 | $6.37M | 0.55% | −53,190−32.7% | Reduced |
| Abn Amro Investment Solutions | 108,302 | $6.30M | 0.11% | −32,248−22.9% | Reduced |
| Hemenway Trust Co LLC | 108,170 | $6.29M | 0.54% | +108,170 | New |
| Fifth Third Bancorp | 107,250 | $6.23M | 0.02% | −1,678−1.5% | Reduced |
| ProShare Advisors LLC | 106,361 | $6.18M | 0.02% | −4,147−3.8% | Reduced |
| Cerity Partners LLC | 106,041 | $6.17M | 0.02% | +30,207+39.8% | Added |
| Cumberland Partners Ltd | 104,140 | $6.05M | 0.44% | +3,850+3.8% | Added |
| Robeco Institutional Asset Management B.V. | 103,608 | $6.02M | 0.01% | +30,009+40.8% | Added |
| Bahl & Gaynor Inc | 103,363 | $6.01M | 0.03% | +2,181+2.2% | Added |
| Riverview Capital Advisers, LLC | 103,119 | $5.99M | 2.06% | +390.0% | Added |
| Letson Investment Management, Inc. | 102,554 | $5.96M | 2.52% | +2,825+2.8% | Added |
| Tufton Capital Management | 101,440 | $5.90M | 1.16% | −1,309−1.3% | Reduced |
| Fayez Sarofim & Co | 100,217 | $5.83M | 0.02% | +14,205+16.5% | Added |
| Hall Laurie J Trustee | 99,465 | $5.78M | 2.04% | −980−1.0% | Reduced |
| Ethic Inc. | 99,097 | $5.76M | 0.15% | +11,313+12.9% | Added |
| CapWealth Advisors, LLC | 98,987 | $5.75M | 0.65% | −330.0% | Reduced |
| Baker Ellis Asset Management LLC | 98,338 | $5.72M | 0.85% | −1,890−1.9% | Reduced |
| Laffer Tengler Investments | 98,299 | $5.71M | 1.48% | +9,573+10.8% | Added |
| Close Asset Management Ltd | 97,371 | $5.66M | 0.21% | −675−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 96,962 | $5.64M | 0.21% | −4,062−4.0% | Reduced |
| SG Americas Securities, LLC | 96,727 | $5.62M | 0.03% | +42,693+79.0% | Added |
| Achmea Investment Management B.V. | 96,671 | $5.62M | 0.11% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 96,514 | $5.61M | 0.04% | +86+0.1% | Added |
| Wesleyan Assurance Society | 96,200 | $5.59M | 0.50% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 95,217 | $5.53M | 0.04% | −1,374−1.4% | Reduced |
| Evoke Wealth, LLC | 95,154 | $5.53M | 0.16% | +95,154 | New |
| Captrust Financial Advisors | 94,870 | $5.51M | 0.02% | −23,271−19.7% | Reduced |
| Squarepoint Ops LLC | 94,412 | $5.49M | 0.02% | +71,676+315.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,347 | $5.48M | 0.02% | +1,669+1.8% | Added |
| HITE Hedge Asset Management LLC | 92,473 | $5.38M | 0.54% | +92,473 | New |
| Bank of Nova Scotia | 92,408 | $5.37M | 0.01% | −9,529−9.3% | Reduced |
| Regions Financial Corp | 92,301 | $5.37M | 0.04% | +494+0.5% | Added |
| HM Payson & Co | 91,035 | $5.29M | 0.10% | −1,121−1.2% | Reduced |
| Fiduciary Trust Co | 89,378 | $5.20M | 0.08% | +1,521+1.7% | Added |
| AdvisorNet Financial, Inc | 89,249 | $5.19M | 0.50% | −1,192−1.3% | Reduced |
| Hilton Capital Management, LLC | 89,240 | $5.19M | 0.46% | +89,240 | New |
| Northwest Investment Counselors, LLC | 88,200 | $5.13M | 1.25% | −2,328−2.6% | Reduced |
| Two Sigma Advisers, LP | 88,000 | $5.12M | 0.01% | −129,300−59.5% | Reduced |
| Davenport & Co LLC | 87,492 | $5.09M | 0.03% | −637−0.7% | Reduced |
| Mercer Global Advisors Inc | 82,009 | $5.01M | 0.01% | −1,041−1.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 84,716 | $4.92M | 0.11% | +84,716 | New |
| Kestra Advisory Services, LLC | 83,418 | $4.85M | 0.03% | +2,573+3.2% | Added |
| Wealthfront Advisers LLC | 82,863 | $4.82M | 0.02% | −4,009−4.6% | Reduced |
| CIBC World Markets Corp | 82,673 | $4.81M | 0.03% | −25,292−23.4% | Reduced |
| Lecap Asset Management Ltd | 82,349 | $4.79M | 1.00% | +63,613+339.5% | Added |
| Daiwa Securities Group Inc. | 80,816 | $4.70M | 0.03% | +5,619+7.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 80,391 | $4.67M | 0.06% | +5,994+8.1% | Added |
| Pegasus Asset Management, Inc. | 80,065 | $4.65M | 1.80% | +735+0.9% | Added |
| Welch Group, LLC | 79,358 | $4.61M | 0.23% | +11,376+16.7% | Added |
| Souders Financial Advisors | 79,069 | $4.60M | 0.73% | +2,257+2.9% | Added |
| JustInvest LLC | 78,129 | $4.54M | 0.10% | +6,555+9.2% | Added |
| Ferguson Wellman Capital Management, Inc | 77,517 | $4.51M | 0.09% | −1,028−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 77,311 | $4.49M | 0.03% | −1,057−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 77,216 | $4.49M | 0.80% | +961+1.3% | Added |
| Arrowstreet Capital, Limited Partnership | 77,175 | $4.49M | 0.00% | +77,175 | New |